To bulk upload suppliers select the Bulk Import button from the Add Supplier page.
All fields listed in the Add Supplier page, detailed below in the same order as in the page, can be bulk uploaded. Those in orange are compulsory & must be completed as part of the upload.
Supplier Details:
- Supplier Code
- Supplier Name
- ABN | ACN no.
- Street
- City | Suburb
- State | Province
- Zip | Post Code
- Country as per Country List
- Website
- Business Number
- Fax
- CC Email
- Supplier Category
Contact Details:
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Direct Number
- Contact Mobile
Delivery Address:
- Delivery Address Street
- Delivery Address City | Suburb
- Delivery Address State | Province
- Delivery Address Zip | Post Code
- Delivery Address Country as per Country List
Shipping Method
Early Payment Discount Details:
- Early Payment Discount In advance
- Early Payment Discount Immediate
- Early Payment Discount 7 days
- Early Payment Discount 30 days
- Early Payment Discount 60 days
- Early Payment Discount 90 days
- Early Payment Discount Notes
Payment Terms & Method Details:
- Default Payment Currency: If not included in the uploaded file currency of the Organisation set at SetupHub > Organisation > Account Details applies
- Supplier Payment Terms: Advance | Immediate | Net 7 | Net 14 | Net 30 | Net 60 | Net 90. If not included in uploaded file Default Setting applies.
- Supplier Payment Method: Bpay | Cash on Delivery | Cheque | Credit Card | Direct Debit | EFT | Telex Transfer. If not included in the uploaded file, Default Setting applies.
- Credit Limit
- Credit Limit Currency
- Registered for Tax: yes | no
Payment Details:
- Account Name
- Bank Name
- Branch |BSB
- Account Number
- Routing Transit No
- SWIFT/BIC Code
- IBAN
- BPay Biller Code
- BPay Cust. Ref
- Sort Code
Terms & Conditions: None | Specific to PO | Standard | Supplier General | Supplier Specific. If not included in the uploaded file Standard applies.
Automatic Email of PO to Supplier: yes | no. If not included in the uploaded file Default Setting applies.
Comments
0 comments
Please sign in to leave a comment.